+199.5%
MCHP vs VGT
+820.0%
-620.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +2.2% |
| 7D | 0.0% | -0.2% | +0.2% | +0.3% |
| 30D | -6.0% | -0.4% | -5.6% | -5.6% |
| 3M | -19.7% | +4.4% | -24.1% | -22.9% |
| 6M | +14.0% | +32.1% | -18.0% | -18.3% |
| YTD | +18.4% | +28.8% | -10.4% | -13.1% |
| 1Y | +17.1% | +35.3% | -18.2% | -19.3% |
| 3Y | +0.7% | +124.8% | -124.0% | -62.2% |
| 5Y | +5.1% | +137.9% | -132.8% | -62.6% |
| All | +199.5% | +820.0% | -620.6% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VGT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling